Rexburg, ID logo

Rexburg, ID Office

Team
Updated today

Client AUM

$377,787,856

Clients

939

Advisors

9

Of 10 advisors across 2 offices

Location

234 E 1st N

Rexburg ID 83440

Advisors at this office

9

Advisors at this office

user avatar

Holly M

Series 65

Rexburg, ID

Sand Creek Capital, LLC

Holly Miller is a financial advisor at Sand Creek Capital, LLC in Rexburg, ID, holding a Series 65 designation. She has been with Sand Creek Capital and its predecessor Cordingley & Parkinson Wealth Management since 2019. Prior to her financial services career, she worked in the healthcare industry with Seasons Medical/Madison Health from 2012 to 2019. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and government entities, offering portfolio management, financial planning, pension consulting, and educational seminars. The firm uses fundamental analysis and a long-term trading approach across a range of investment vehicles and provides both discretionary and non-discretionary management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities College savings (529s, UTMA, etc.)
user avatar

Robert P

CFP®, Series 63, Series 65

Rexburg, ID

Sand Creek Capital, LLC

Robert Parkinson is a CFP® with 39 years of industry experience. He is currently with Sand Creek Capital, LLC and has worked at LPL Financial, LLC since 1992. Outside of his advisory role, he is a managing partner in Educational Management Systems, LLC, a software business. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and government entities, providing portfolio management, financial planning, and pension consulting. The firm uses a range of investment vehicles and offers educational seminars and workshops, notably serving state and municipal government clients.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities College savings (529s, UTMA, etc.)
user avatar

Keaton P

Series 65

Rexburg, ID

Sand Creek Capital, LLC

Keaton Parkinson is a financial advisor at Sand Creek Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Ernst & Young. Sand Creek Capital serves individuals, including high-net-worth clients, as well as pension plans, corporations, and government entities. The firm combines fundamental analysis with a long-term trading approach and offers a range of investment vehicles along with financial planning and educational seminars.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities College savings (529s, UTMA, etc.)
user avatar

Luke S

Series 66

Rexburg, ID

Sand Creek Capital, LLC

Luke Sutton is a financial advisor with Sand Creek Capital, LLC and holds a Series 66 designation. He has eight years of industry experience, including roles at Avantax Advisory Services and KPMG LLP. Sutton has worked at Sand Creek Capital and its predecessor entities since 2020. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and government entities, offering portfolio management, financial planning, and pension consulting. The firm emphasizes a long-term investment approach using a variety of vehicles and also provides educational seminars and financial wellness presentations to employers and organizations.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities College savings (529s, UTMA, etc.)
user avatar

Warren C

Series 63, Series 65

Rexburg, ID

Sand Creek Capital, LLC

Warren Cordingley is a financial advisor at Sand Creek Capital, LLC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 1992. Since 2023, he has also provided investment advisory services through Sand Creek Capital, an independent investment advisory firm. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and government entities, offering portfolio management, financial planning, pension consulting, and educational seminars. The firm employs a long-term, fundamental investment approach and provides both discretionary and non-discretionary management using a broad range of investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities College savings (529s, UTMA, etc.)
user avatar

Curtis S

Series 66

Rexburg, ID

Sand Creek Capital, LLC

Curtis Simmons is a financial advisor at Sand Creek Capital, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at Sand Creek Capital since 2026. In addition to his advisory role, Curtis is a staff CPA at Sutton & Simmons PLLC, where he prepares tax returns, financial statements, and provides business and individual consulting services. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and government entities. The firm employs a long-term investment approach supported by fundamental analysis and offers portfolio management, financial planning, pension consulting, and educational seminars, with a notable focus on state and municipal government clients.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities College savings (529s, UTMA, etc.)
user avatar

Colten C

Series 65

Rexburg, ID

Sand Creek Capital, LLC

Colten Cordingley is a financial advisor with Sand Creek Capital, LLC in Rexburg, ID, holding a Series 65 license and one year of industry experience. He is also a partner and operations manager at Powell Family Group, a family office focused on building and operating businesses, where he manages day-to-day operations including bookkeeping, marketing strategies, and due diligence for new investments. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and state or municipal government entities, providing portfolio management, financial planning, pension consulting, and educational seminars. The firm employs a long-term, fundamental analysis approach with a wide range of investment vehicles and offers both discretionary and non-discretionary management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities College savings (529s, UTMA, etc.)
user avatar

Mark M

Series 65

Rexburg, ID

Sand Creek Capital, LLC

Mark Minarik is a financial advisor at Sand Creek Capital, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Sand Creek Capital and its predecessor firms since 2018, including Yellowstone Partners from 2014 to 2018. Outside of advising, he is also an insurance agent with Intermountain Insurance Services in Rexburg, Idaho. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and government entities, offering portfolio management, financial planning, and pension consulting. The firm employs a long-term trading approach with a diverse set of investment vehicles and provides employer-focused educational seminars and workshops.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities College savings (529s, UTMA, etc.)
user avatar

Brett C

Series 65

Rexburg, ID

Sand Creek Capital, LLC

Brett Cordingley is a financial advisor with Sand Creek Capital, LLC in Rexburg, ID. He holds a Series 65 designation and has one year of industry experience. Prior to joining Sand Creek Capital, he spent eight years at Cordingley and Parkinson Wealth Management and worked 15 years at Teton Lakes Golf Course. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and government entities, providing portfolio management, financial planning, pension consulting, and educational seminars. The firm employs fundamental analysis and a long-term trading approach, using a variety of investment vehicles and offering services tailored to both individual and institutional clients.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities College savings (529s, UTMA, etc.)
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")